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Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?

To: Ferick who wrote (21534)	6/11/1999 9:11:00 PM
From: Vendit™	Read Replies (1) \| Respond to of 41369

Ned Based on your previous statement: To: Ed Forrest (20465 ) From: NedPenguin Saturday, Jun 5 1999 4:39PM ET Reply # of 21534 Well folks, Steve finally came through with the $mil. for my 10 shares. A bit extravagant, I'll admit but, well worth it considering the certain downside risk if he hadn't. As luck would have it, the transaction took a little over an hour for the effect to kick in but, as you all can see, the price of AOL is beginning to rebound nicely since I relinquished my holdings. Not to worry. AOL will continue on upward toward $200 / share. One of the prereqs. was that I not purchase any more. Smooth sailing from here on. Good luck to all. I will give Mr Disney condolences on your behalf. Vendit

To: Ferick who wrote (21534)	6/11/1999 9:59:00 PM
From: KurtVedder	Read Replies (2) \| Respond to of 41369

Ned, I'd flip DIS like an overdone pancake. I do not know how old you are but you are comparing the value of the two companies with an old man's brain. Internet is a young man's game. Growth is everything. How many Lion King's can DIS make? Go AOL!

To: Ferick who wrote (21534)	6/12/1999 11:22:00 AM
From: Zoltan!	Read Replies (1) \| Respond to of 41369

>>I own both but I'm ready to flip one of them. Which one it will be? AOL and the future of the internet are antithetical. They have no viable future unless the politicos cram it down peoples throats. Even then, no one will need it. AOL will just be a distasteful memory. As for valuation, no one takes AOL's seriously, just don't get caught holding that momentum mule as the institutions leave, belying their "upgrades" and "reiterations". Remember I O M E G A? From 55 to <5. New paradigm my arse. My considered opinion only. Message 9003180

To: Ferick who wrote (21534)	6/12/1999 2:31:00 PM
From: Joe S Pack	Respond to of 41369

NedPenguin: I don't kno w what your time horizon regarding investments in both DIS and AOL. But I won't touch DIS for a while. Click at the link here and say why I should buy DIs now. exchange2000.com I owned DIS for more than a year since its recent split. DIs's ABC is big time money loser. More over Eisner has been ripping this company off (though he made it big a few years before last couple of years. Even that is due to the greatest Bull run of the economy rather than one man's ability alone) buy cashing in around $500 million (that's right half a billion dollars) in options and other compensations making him the no one money minting CEO for the current year. I think his time is over and he missed one of the greatest rise intervel in the history of stock market and he must step down for missing that opportunity. More over now they have been ordered to pay hugh sum to Ovitz. I don't think it is a turn around story yet. Explain me why I should buy DIS? What kind of growth rate are we talking about? What happened to their GoNet effort? Are we using value investing argument here? Coming week will have some more weakness and if AOL goes to 50-60 then this internet revolution is over and most of the beloved fund managers will have to find something else to make quick money IMHO. -Nat >>> I just have a hard time believing that AOL is worth 108 billion and DIS is worth 60 billion (at current prices). AOL....17 million subscribers @ 22/mo., advertising revs. DIS....theme parks, real estate, ABC-Cap Cities, Cruise ships, motion pictures studios and production companies, a large stake in infoseek, merchandising both on line and in brick and mortar, restaurants,..... I own both but I'm ready to flip one of them. Which one it will be? <<<<<<